BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$93.8M
2
+$48.1M
3
+$43.6M
4
CVX icon
Chevron
CVX
+$34.9M
5
AZO icon
AutoZone
AZO
+$30.6M

Top Sells

1
+$11.2M
2
+$10.6M
3
+$9.02M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$8.86M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.38M

Sector Composition

1 Technology 16.35%
2 Healthcare 7.48%
3 Financials 7.43%
4 Consumer Discretionary 7.33%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$5.93K ﹤0.01%
77
1527
$5.4K ﹤0.01%
127
-306
1528
$4.22K ﹤0.01%
+11,420
1529
$2.92K ﹤0.01%
22,497
-85
1530
$2K ﹤0.01%
10,000
1531
$699 ﹤0.01%
+12,200
1532
– –
-3,219
1533
– –
-238
1534
– –
-38,000
1535
– –
-75,955
1536
– –
-172,812
1537
– –
-900
1538
– –
-12,703
1539
– –
-51,210
1540
– –
-122,145
1541
– –
-96,229
1542
– –
-131
1543
– –
-54,500
1544
– –
-224
1545
– –
-286
1546
– –
-12,602
1547
– –
-282,198
1548
– –
-3,154
1549
– –
-10,372
1550
– –
-99,000
60 61
62
63 64